Client Service Specialist

Job not on LinkedIn

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $60k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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Ameriprise Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $750M Post-IPO Debt - Ameriprise Financial on 2023-03

Consulting • Insurance • Finance

Ameriprise Financial is a U. S. -based financial services firm that provides personalized financial planning, investment management, retirement planning, and advisory services through a large network of financial advisors. The company connects individual clients with advisors for one-to-one planning, offers investment products and digital client tools, and emphasizes regulatory disclosures and credentialed advisor qualifications.

📋 Description

• Perform administrative support and case management for financial advisors • Provide primarily back-office assistance and potentially client-facing support • Review and prepare documents and update client information for client review meetings • Manage and resolve client service problems • Perform other allowable duties assigned by financial advisors • Set up and maintain the client management system • Call clients or prospects to arrange meetings or appointments • Assist with client appreciation events, seminars, and client mailings • Work with the home office to ensure accurate account setup and resolve issues • Answer client questions and provide available account-servicing information when requested and allowable • Maintain files and records according to the records retention policy

🎯 Requirements

• Direct experience in the financial services industry as a paraplanner, client service associate, or advisor • Strong analytical, verbal communication, and writing skills • Strong attention to detail, positive attitude, and desire to learn • Interest in financial planning, client service, and investment management • Proficiency in MS Word and MS Excel • Ability to learn financial planning software • Ability to work independently • Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA • High School Diploma or equivalent • Independent self-starter • Process-driven multitasker • Organized with strong time management skills • Bachelor's Degree preferred • Case Management experience preferred • Robust, in-depth Customer Service experience preferred • Series 7 and 66 preferred • Cover letter addressing all requested application topics is required

🏖️ Benefits

• 401(k) with company match • 401(k) with 3% match • Health, Dental and Vision insurance • Life Insurance • Long Term Disability Insurance • Employee assistance program • Flexible schedule • Paid time off • Remote and Hybrid Work Available • Professional Development Assistance • Team Engagement Events